Small Cap Equity Pool
13F holders, Q1 2025 (March 31)3holders +1
1new positions
0sold out
$41.43avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Small Cap Equity Pool in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Kohmann Bosshard Financial Services, LLC ($270K), Hantz Financial Services, Inc. ($176K) and Game Plan Financial Advisors, LLC ($12K).
- Company
- Small Cap Equity Pool
- CUSIP
- 808516876
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $270K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 6,722 shares bought and 5 shares sold, net +6,717 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Kohmann Bosshard Financial Services, LLC | 0.03% | New | 6,534 | $270K |
| Hantz Financial Services, Inc. | 0.00% | Add +4.7% | 4,235 | $176K |
| Game Plan Financial Advisors, LLC | 0.01% | Reduce -1.7% | 282 | $12K |
"% of holder's portfolio" is SMALL CAP EQUITY POOL's weight in each manager's 13F, not the share of Small Cap Equity Pool the manager owns.